Thiago Souza De Queiroz

Employer firm

Bolton Securities Corporation CRD 129376

$8.28B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2016 → Present
  Bolton Global Capital
  Bolton, MA
• 08/2012 → 12/2019
  Lafite/Kbo
  Rio De Janeiro - Rj
• 01/2018 → Present
  Bolton Global Asset Management
  Bolton, MA

Other Businesses

1) OWNER AND SOLE MEMBER OF BNM CAPITAL, LLC. LLC SET UP TO FOR MAKING PERSONAL INVESTMENTS. FILED JULY 2019 AND BEGAN AUGUST 2019. SPENDS 1 HOUR PER MONTH ON ACTIVITY, POTENTIALLY DURING TRADING HOURS. CONDUCTED FROM PERSONAL RESIDENCE. REPRESENTATIVE IS CONTACT PERSON.

Designations

• Chartered Financial Analyst